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Schwab Charles (SCHW) Invested Capital (2016 - 2025)

Historic Invested Capital for Schwab Charles (SCHW) over the last 17 years, with Q3 2025 value amounting to $49.4 billion.

  • Schwab Charles' Invested Capital rose 459.39% to $49.4 billion in Q3 2025 from the same period last year, while for Sep 2025 it was $49.4 billion, marking a year-over-year increase of 459.39%. This contributed to the annual value of $48.4 billion for FY2024, which is 1810.88% up from last year.
  • Schwab Charles' Invested Capital amounted to $49.4 billion in Q3 2025, which was up 459.39% from $49.5 billion recorded in Q2 2025.
  • Schwab Charles' Invested Capital's 5-year high stood at $77.0 billion during Q3 2021, with a 5-year trough of $36.3 billion in Q1 2023.
  • Its 5-year average for Invested Capital is $50.4 billion, with a median of $47.2 billion in 2024.
  • Its Invested Capital has fluctuated over the past 5 years, first soared by 17899.51% in 2021, then tumbled by 5122.77% in 2022.
  • Quarter analysis of 5 years shows Schwab Charles' Invested Capital stood at $75.2 billion in 2021, then plummeted by 50.97% to $36.9 billion in 2022, then increased by 11.13% to $41.0 billion in 2023, then rose by 18.11% to $48.4 billion in 2024, then increased by 2.09% to $49.4 billion in 2025.
  • Its Invested Capital stands at $49.4 billion for Q3 2025, versus $49.5 billion for Q2 2025 and $49.5 billion for Q1 2025.